Job description:
About Us:
A well-established, growth-oriented financial services firm focused on helping clients build, manage, and protect their wealth. With a strong presence in Michigan and a deep commitment to client success, we provide our advisors with the tools, resources, and support needed to succeed in today’s competitive market.
We are currently expanding our team and have an excellent opportunity for an experienced Financial Advisor to join us in the Kent County area.
Position Overview:
As a Financial Advisor, you will have access to a continuous stream of both new and existing client opportunities. This position includes working with an existing book of business, giving you a solid foundation from day one. We are looking for a driven, service-minded professional who is passionate about making a positive difference in clients’ financial futures.
This is a growth-focused role, ideal for an advisor who is eager to expand their practice while benefiting from the collaborative environment and robust support that our firm offers.
Key Responsibilities:
- Provide comprehensive financial planning and investment management to clients.
- Build and maintain strong client relationships through regular communication and reviews.
- Present customized financial strategies to help clients achieve their goals.
- Collaborate with internal teams for insurance, retirement, estate, and tax strategies.
- Stay up-to-date on market trends and regulatory developments.
- Actively contribute to team and firm growth initiatives.
What We Offer:
- Access to an established book of business and incoming client leads.
- Professional marketing and back-office support.
- A collaborative, team-oriented culture.
- Competitive compensation structure with growth incentives.
- Opportunities for continued education and career advancement.
- A chance to truly make a difference in your clients’ lives while growing your own business.
Qualifications:
- Minimum 2 years of experience in financial planning or a related advisory role.
- Life & Health Insurance License (Required).
- Series 65 (Preferred, or willingness to obtain).
- Proven ability to manage and grow client relationships.
- Strong communication and presentation skills.
- Ability to work independently and within a team.
Job Type: Full-time
Compensation Package:
- Bonus opportunities
- Commission pay
Experience:
- Financial planning: 2 years (Required)
License/Certification:
- Life & Health Insurance License (Required)
- Series 65 (Preferred)
Work Location: On the road
Pay: $70,000.00 - $150,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
- Professional development assistance
Work Location: In person
